M9_Practice

Understanding Microstrategy

Subscribing to the History List & Creating a Personal View

Activity Directions

On the next slides, you will watch a small portion of a Microstrategy tutorial. After you have watch the video, click the arrow at the bottom of the screen and answer the following question.

Multiple Choice

In the video, Matt selects Account Group for Prompt and chooses OD: Operating Expenditures.

By selecting Account Group for Prompt, the report will ...

• only pull over the data for the specific expenditure group chosen.

• pull over all the data from the Department

• make your report very confusing

Multiple Choice

A Rule Code in Banner Finance, defines the exact nature of a transaction. For example, expenditures, encumbrances, or budgets in detailed categories. In the video, Matt chose to keep which rule code that began with B?

• BBO- One Time Budget Transfer

• B05- Permanent Adopted Budget

• BINC- Spon. Programs Increase Award

• BHO: Overhead Special Agreement

Multiple Select

How can you remove items from the Grid?

(Select all that apply)

• right click and select remove from grid

• drag and drop the column to report options

• left click to automatically delete

Multiple Choice

You want to run a report on a monthly basis, but you do not want to have to format the grid each time. You also want this report to automatically run each month and to be emailed to you or your department's principle investigator's. What Microstrategy tool can you use?

• Subscribe to History List

• Personal View

• Report Options

• Filter

Poll

One of the main difference between a personal view and subscribing to a history list is that personal view is as needed and the history list is scheduled.

Which of these options do you feel you will use in the future?

• History List

• My Subscriptions

• Both

Open Ended

Before you move on, take a moment to reflect on your learning.

What did you find most valuable about this video?

How can you apply this to your daily role?